Layline Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350-750.”

Flat or project fee

$1,000⁠-⁠$10,000

“Fixed fee rates range between $1,000 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Layline Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are paid monthly in advance, ranging from $200 to $1,250.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Layline Financial’s fees compare

• Its hourly rate of $350 is above the Idaho median of $250. 72% of the 43 other Idaho planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Idaho median of $2,625. 69% of the 26 other Idaho planners that publish a flat or project fee charge less.

About Layline Financial

• Principal: Claireese Baggao
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

14

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$10,167,033

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327148

Website

twitter.com/LaylineFin (opens in new tab)

Phone

(415) 336-2816

Can advise clients in 2 states: California, Idaho

Other planners in Sandpoint that publish fees

• Williams and Schiller Wealth Management, LLCSandpoint$250⁠-⁠$350/hr, $1,500
• 3 Peaks FinancialAmmon$200/hr
• Abundance Financial PlanningCaldwell$3,000⁠-⁠$6,500
• Action Financial Planning LLCTwin Falls$275/hr, $95/mo
• Advanced Financial Solutions, Inc.Boise$200⁠-⁠$350/hr, $500
• Allegiance Financial PlanningEagle$120/hr

Compare all 98 planners in Idaho